Lester, 65+ years, Rangeville, QLD

“Ashley was able to clearly explain the financial implications associated with Permanent Residential Care, for my brother in the West Wimmera Health Service’s Rainbow Hostel and suggest the best options currently available. I also appreciate the fact that he sent an email on our behalf to the Financial Administrator for the West Wimmera Health Service advising her of the discussions we had and the rationale behind not completing the Income and Asset Assessment Forms for Centrelink.”

“I would like to thank Consortium Private Wealth. The team helped me at a very difficult time, giving me financial advice and explaining everything in full so I could understand my options. The staff are very friendly and helpful. Nothing is a problem. Highly recommend.” 

My wife Fiona and I have been clients of Rob Goudie for just over 12 months. We have found his advice has been common sense, his understanding of our needs is comprehensive and his attitude both friendly and professional. We have a young family and our confidence in Rob has meant we have peace of mind about our financial affairs. Rob is a realist, he knows he won’t get everything right all the time, but the principles that are laid out at the beginning mean we know we are on the same wavelength. This means we get to spend more time on the trampoline with the kids than trying to make sense of the ever changing domestic and global investment environment. 

Thank you, Consortium Private Wealth. Your professional, caring and helpful approach, knowledge of building wealth and ability to instil confidence is to be commended. Your finance needs to be managed and understood holistically and I believe CPW deserve a particular mention for ticking all those boxes. 

We have found Rob approachable, encouraging, and knowledgeable. We enjoy working with him to achieve our goals. As well as specific advice to clients Rob keeps in touch regularly with general advice to his clients. Thanks to Rob and team! 

“Rob’s first-rate advice and service has assisted us greatly with the planning, setup and management of our finances for retirement. Highly recommended.”